RBS, known for large bets on the stocks of a small number of companies, held a total value of $6.48 billion, up 13.7% from three months earlier.

The biggest change to Lampert’s portfolio since the February report was the addition of Orchard Supply Hardware Stores Corp. (OSH), a specialty retailer based in San Jose, Calif. Lampert’s funds reported holding 2.17 million shares of Orchard’s 6 million shares outstanding.

Lampert reported reduced positions in AutoNation Inc. (AN) and AutoZone Inc. (AZO). The reported stake in AutoNation, a network of new-car dealerships, fell by 13%, and the stake in AutoZone, an auto parts retailer, fell by 35%.

Lampert’s reported stake in finance company CIT Group Inc. (CIT) was slashed by 87%.

This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.